+91.1%
AMKR vs RRX
+17.8%
+73.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.7% | +0.8% | +1.9% |
| 7D | +8.3% | -0.3% | +8.6% | +8.6% |
| 30D | -6.8% | -6.1% | -0.6% | -2.5% |
| 3M | -31.9% | -23.1% | -8.9% | -18.0% |
| 6M | +18.4% | -19.5% | +37.9% | +39.1% |
| YTD | +31.7% | +16.1% | +15.6% | +21.8% |
| 1Y | +105.2% | +12.9% | +92.3% | +92.1% |
| 3Y | +147.7% | +7.9% | +139.8% | +127.0% |
| All | +91.1% | +17.8% | +73.3% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling